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| Happy Holidays!! thanks for using AUM13F!! |
| Demming Financial Services Corp
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| CRD # | 120106 |
| SEC # | 801-69410 |
| CIK # | |
| AUM | $575.1 M (2024-09-16) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 330-562-2122 |
| Address | 13 New Hudson Road Aurora, OH 44202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 534 | 149.8 |
| (b) Individuals (high net worth individuals) | 159 | 423.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,897 | 575.1 |
| By Discretionary | ||
| Discretionary | 2,897 | 575.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,897 | 575.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 575.1 | |
| Total | 2,897 | 575.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TLWM LLC
✚
|
TX | 0.6 |
|
Montag & Caldwell LLC
✚
|
GA | 0.6 |
|
Northeast Advisers Inc
✚
|
PA | 0.6 |
|
The Watchman Group Inc
✚
|
TX | 0.6 |
|
High Note Wealth LLC
✚
|
MN | 0.6 |
|
Aljian Capital Management LLC
✚
|
NV | 0.6 |
|
Peregrine Asset Advisers Inc
✚
|
OR | 0.6 |
|
Sandbox Financial Partners LLC
✚
|
MD | 0.6 |
|
Ironwood Financial LLC
✚
|
AZ | 0.6 |
|
Investment Management Associates Inc
✚
|
CO | 0.6 |